Edward Jones – Manasi Dutta
About
Manasi Dutta, CEPA, AAMS, is an Edward Jones financial advisor at 1971 Western Avenue, Suite 5, in Albany. Her focus areas include retirement savings strategies, college savings, estate and legacy strategies, divorce finances and entrepreneurs.
Initial consultations are complimentary, in person or virtual, through her Edward Jones profile.
What to know
- CEPA certification covers business exit planning.
- Divorce finances is a listed specialty.
- College savings plans are set up in the office.
- Consultations are free.
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